Who Owns AKRE (AKRE)? -- Institutional Holders (2026-06-30)

Name: AKRE (AKRE) Institutional Holders (2026-06-30)
Creator: ko.io

493 institutions reported holding $2.06B of AKRE (AKRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BROWN BROTHERS HARRIMAN & CO ($403.4M), FRANKLIN RESOURCES INC ($87.1M), LPL Financial LLC ($80.5M), Mesirow Financial Investment Management, Inc. ($71.7M), BANK OF AMERICA CORP /DE/ ($68.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BROWN BROTHERS HARRIMAN & CO	$403.4M	7.6M	Trimmed
2	FRANKLIN RESOURCES INC	$87.1M	1.6M	Trimmed
3	LPL Financial LLC	$80.5M	1.5M	Trimmed
4	Mesirow Financial Investment Management, Inc.	$71.7M	1.3M	Added
5	BANK OF AMERICA CORP /DE/	$68.2M	1.3M	Added
6	OSAIC HOLDINGS, INC.	$55.7M	1.0M	Added
7	BROWN ADVISORY INC	$52.3M	984,156	Trimmed
8	Cambridge Investment Research Advisors, Inc.	$50.1M	941,002	Trimmed
9	AlTi Global, Inc.	$49.1M	923,866	Trimmed
10	Chemistry Wealth Management LLC	$49.0M	921,681	Added
11	Montis Financial, LLC	$42.5M	799,755	Trimmed
12	Ascension Capital Advisors, Inc.	$36.3M	682,811	Trimmed
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$29.2M	530,243	Added
14	Corient Private Wealth LLC	$28.3M	532,918	Trimmed
15	Financial Engines Advisors L.L.C.	$26.4M	496,188	Trimmed
16	RAYMOND JAMES FINANCIAL INC	$25.3M	476,055	Trimmed
17	WELLS FARGO & COMPANY/MN	$24.9M	467,849	Trimmed
18	ASSETMARK, INC	$24.5M	461,214	Trimmed
19	Urban Financial Advisory Corp	$23.2M	435,971	Trimmed
20	FLOW TRADERS U.S. LLC	$21.6M	406,918	New
21	Parisi Gray Wealth Management	$21.4M	402,474	Trimmed
22	UBS Group AG	$20.2M	380,658	Trimmed
23	Affiance Financial, LLC	$19.7M	370,045	Trimmed
24	Waverly Advisors, LLC	$19.7M	369,950	Trimmed
25	Ironwood Investment Counsel, LLC	$18.2M	342,562	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30